JK
JK
Jared Kirby
13 Years of Experience
Inverness, FL
1 DisclosureBroker
Jared Kirby is a registered investment advisor at Raymond James & Associates, INC., based in Inverness, FL, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
116 N. Pine Avenue, Inverness, FL, 34450
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2024Settled
Other Business Activities
Jared is a board member of the College of Central Florida Foundation Inc. He is on the Finance and Investment committee and spends a few hours per week on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2019 - Present · 6 yrs 9 mos
Raymond James & Associates, INC.Broker
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2014 - October 2019 · 5 yrs 7 mos
Cetera Investment Services LLCBroker
February 2014 - October 2019 · 5 yrs 8 mos
Edward Jones
March 2013 - February 2014 · 11 mos
Edward JonesBroker
January 2013 - February 2014 · 1 yr 1 mo
State Registrations29 states
AKALCACOCTDEFLGAILINKSKYMAMDMINCNHNJNYOHORPASCTNTXUTVAVirgin IslandsWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.